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Canadian Large Cap Leaders Split Corp T.NPS

Alternate Symbol(s):  T.NPS.PR.A



TSX:NPS - Post by User

Comment by Intellectualon Jul 04, 2024 12:20am
95 Views
Post# 36117595

RE:Monthy Redemption

RE:Monthy RedemptionIf only it were that simple. The units are trading at a 7.8% discount to NAV, not 15% because the preferred shares are trading well above par value, and rising. So an 8% correction would completely wipe out the discount and we would actually be trading at a premium at current prices.

Upon redemption, the fund is required to purchase preferred shares at market prices which is then subtracted from the NAV of the entire unit. You get 96% of the resulting value, not 96% of the value of the class A shares, otherwise they would likely never trade at such discounts. Most importantly, the preferred shares are extremely illiquid so you could possibly have a very large amount subtracted from the unit NAV if the preferred shares trade higher.

Many split shares are trading at large discounts to NAV for the same reasons. I own plenty of shares myself, but am hesitant to tender my shares only to end up receiving less than expected if the overpriced preferreds spike even higher.

Lastly, the shares are redeemed on the second last business day of the month, so you have no idea how much you will receive. I have had very disappointing payouts trying to redeem split shares, although some have worked out well.

Still, the discount here is attractive, although the lack of liquidity is a major problem. Most investors should only buy if they are willing to hold at least until maturity. 

BeyondValuez wrote: Stupid investors selling at 15% discount the NAV in the market, while they could just do a monthly redemption of 96% of NAV. im gobbling up what I can at this price in the market.



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